Anic Equity¶
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Total return since start: 0.553 %¶
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Equity now: -----------------------------> 47451.4 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46056.42 Kr¶
PnL: ---------------------------------------> -832.15 Kr¶
DD now: ---------------------------------> -2.423 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-26 09:48:42.928567'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| HEBA B | 70 | 1.000000 | 2817.500000 | 181.500000 | 6.890000 | 2636.000010 |
| HMS Networks | 2 | 15.100000 | 796.000000 | 123.000000 | 18.280000 | 673.000000 |
| FM Mattsson Mora Group B | 50 | 0.170000 | 3015.000000 | 88.000000 | 3.010000 | 2927.000000 |
| SAAB B | 8 | 0.470000 | 3424.000000 | 47.000000 | 1.390000 | 3377.000000 |
| MedCap | 2 | 0.650000 | 464.000000 | 43.000000 | 10.210000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 0.690000 | 394.700000 | 39.700000 | 11.180000 | 355.000000 |
| Corem Property Group B | 59 | -0.570000 | 613.600000 | 36.600000 | 6.340000 | 576.999999 |
| Intrum | 4 | 5.470000 | 559.200000 | 32.200000 | 6.110000 | 527.000000 |
| AcadeMedia | 12 | -0.940000 | 580.080000 | 23.080000 | 4.140000 | 557.000004 |
| Resurs Holding | 22 | -0.910000 | 596.420000 | 22.420000 | 3.910000 | 573.999998 |
| Eastnine | 4 | 1.590000 | 510.400000 | 19.400000 | 3.950000 | 491.000000 |
| Boozt | 12 | 0.000000 | 1668.000000 | 14.000000 | 0.850000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.360000 | 573.300000 | 11.300000 | 2.010000 | 562.000005 |
| OEM International B | 7 | -0.260000 | 536.200000 | 8.200000 | 1.550000 | 527.999997 |
| Norva24 Group | 16 | 0.700000 | 550.080000 | 7.080000 | 1.300000 | 543.000000 |
| Swedbank A | 3 | -1.660000 | 570.150000 | 6.150000 | 1.090000 | 564.000000 |
| Securitas B | 6 | -0.480000 | 576.000000 | 6.000000 | 1.050000 | 570.000000 |
| Karnov Group | 9 | 0.000000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.480000 | 248.880000 | 2.880000 | 1.170000 | 246.000000 |
| Creaspac SPAC | 6 | 0.310000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Coor Service Management Hold. | 8 | -0.670000 | 531.600000 | -0.400000 | -0.080000 | 532.000000 |
| CTEK | 13 | 0.050000 | 529.360000 | -4.640000 | -0.870000 | 533.999999 |
| Midsona B | 63 | 2.240000 | 573.930000 | -9.070000 | -1.560000 | 582.999984 |
| Handelsbanken A | 5 | -0.880000 | 535.000000 | -11.000000 | -2.010000 | 546.000000 |
| Essity B | 2 | -2.500000 | 545.200000 | -28.800000 | -5.020000 | 574.000000 |
| Nordea Bank Abp | 29 | -1.290000 | 3424.320000 | -29.680000 | -0.860000 | 3453.999992 |
| Beijer Electronics Group | 26 | -6.620000 | 2932.800000 | -38.200000 | -1.290000 | 2971.000006 |
| International Petroleum Corp. | 5 | 0.180000 | 553.500000 | -41.070000 | -6.910000 | 594.565215 |
| Essity A | 4 | -2.500000 | 1090.000000 | -59.000000 | -5.130000 | 1149.000000 |
| Vivesto | 1368 | 1.790000 | 543.100000 | -69.900000 | -11.400000 | 612.999432 |
| Sampo Oyj SDB | 7 | -1.650000 | 3752.000000 | -98.000000 | -2.550000 | 3850.000000 |
| Fasadgruppen Group | 35 | 1.160000 | 3675.000000 | -136.000000 | -3.570000 | 3810.999990 |
| Axfood | 13 | -1.670000 | 3516.500000 | -239.500000 | -6.380000 | 3756.000001 |
| OX2 | 18 | 0.260000 | 1406.700000 | -257.300000 | -15.460000 | 1663.999992 |
| Ovzon | 52 | 2.640000 | 2834.000000 | -528.000000 | -15.700000 | 3361.999992 |
| TOTAL | 46056.420000 | -832.150000 | -2.42339% | 46888.564618 |
Updated:¶
'2023-01-26 09:48:55.919379'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
